Civic Intelligence

The Nathan J Klein Fund

990PF • Fiscal year 2020 • EIN 74-6060543

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 26, 2021

Organization Profile
3773 Richmond Ave Ste 200Houston, TX 77046

(713) 533-4400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

42nd percentile

0.01x

Higher debt load relative to assets than 42% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

52nd percentile

0.08x

Higher debt load relative to revenue than 52% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

25th percentile

-13%

Higher net margin than 25% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

31st percentile

-1.3%

Faster asset growth than 31% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

-9.7%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$2,803,682

Down $38,072 (-1.3%) from 2019

Net Assets

Down

$2,780,470

Down $37,825 (-1.3%) from 2019

Liabilities

Down

$23,213

Down $250 (-1.1%) from 2019

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin25th percentile

Revenue

Down

$288,944

Down $30,876 (-9.7%) from 2019

Expenses

Down

$326,760

Down $104,956 (-24%) from 2019

Net Income

Up

-$37,816

Up $74,080 (+66%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $4,678,502Liabilities 2011: $21,5672011Assets 2012: $4,715,524Liabilities 2012: $17,1982012Assets 2013: $3,900,999Liabilities 2013: $16,7332013Assets 2014: $3,560,403Liabilities 2014: $17,3662014Assets 2015: $3,185,835Liabilities 2015: $18,4042015Assets 2017: $2,841,023Liabilities 2017: $22,467Net Assets 2017: $2,818,5562017Assets 2018: $2,953,404Liabilities 2018: $22,979Net Assets 2018: $2,930,4252018Assets 2019: $2,841,754Liabilities 2019: $23,463Net Assets 2019: $2,818,2952019Assets 2020: $2,803,682Liabilities 2020: $23,213Net Assets 2020: $2,780,4702020Assets 2021: $2,776,061Liabilities 2021: $23,213Net Assets 2021: $2,752,8492021Assets 2022: $2,714,816Liabilities 2022: $23,213Net Assets 2022: $2,691,6032022Assets 2023: $2,525,841Liabilities 2023: $0Net Assets 2023: $2,525,8402023Assets 2024: $2,779,925Liabilities 2024: $0Net Assets 2024: $2,779,9252024

Highlighted filing

2020

Assets$2,803,682
Liabilities$23,213
Net Assets$2,780,470
Open 2020 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $349,937Expenses 2011: $463,317Net Income 2011: -$113,3802011Revenue 2012: $550,544Expenses 2012: $382,044Net Income 2012: $168,5002012Revenue 2013: $295,617Expenses 2013: $1,109,247Net Income 2013: -$813,6302013Revenue 2014: $319,814Expenses 2014: $660,409Net Income 2014: -$340,5952014Revenue 2015: $283,900Expenses 2015: $656,586Net Income 2015: -$372,6862015Revenue 2017: $292,552Expenses 2017: $227,373Net Income 2017: $65,1792017Revenue 2018: $311,657Expenses 2018: $199,230Net Income 2018: $112,4272018Revenue 2019: $319,820Expenses 2019: $431,716Net Income 2019: -$111,8962019Revenue 2020: $288,944Expenses 2020: $326,760Net Income 2020: -$37,8162020Revenue 2021: $285,595Expenses 2021: $313,216Net Income 2021: -$27,6212021Revenue 2022: $267,882Expenses 2022: $329,128Net Income 2022: -$61,2462022Revenue 2023: $197,707Expenses 2023: $363,470Net Income 2023: -$165,7632023Revenue 2024: $581,600Expenses 2024: $327,515Net Income 2024: $254,0852024

Highlighted filing

2020

Revenue$288,944
Expenses$326,760
Net Income-$37,816
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 26, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BENJAMIN N KLEINTrustee-$0--
GLEN ROSENBAUMTrustee-$0--
Randolph MarkeyTrustee-$0--
Nathan J KleinTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Nathan J Klein Fund
EIN
74-6060543
In Care Of
% GREGORY G LEWIS
Phone
7135334400
Address
3773 Richmond Ave Ste 200, Houston, TX 77046

Signing Officer

Name
Nathan J Klein
Title
Trustee
Phone
7135334400
Signed
2021-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA Llp
Address
2929 Allen Parkway 20th Floor, Houston, TX 77019-7100
Preparer
Laura Sykes CPA
Phone
7139601706
Raw XML AppendixShowing 400 of 435 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt750000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt85000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt91000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt102000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1210000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JEWISH FEDERATION OF GREATER HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TEXAS A&M HILLEL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2JEWISH FAMILY SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HOUSTON GRAND OPERA ASSOCIATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Yorkie Haven Rescue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Houston Council on Drugs and Alcohol
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Congregation Emanu El
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Seven Acres Jewish Senior Care Services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Urban Harvest
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Bellaire Police & Fire Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10Friends of Xavier
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11Episcopal High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12Keshet Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13Texas Hillel
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt13PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt12none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05603 S Braeswood Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1800 GEORGE BUSH DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24131 S BRAESWOOD BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3510 PRESTON Ste 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt43037 Keva Glen Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO Box 2768
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61500 Sunset Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt76200 North Braeswood Boulevard
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt83302 Canal Street 73
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt95311 Kirby Drive Suite 111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt103642 University Blvd Suite 101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt114650 BISSONNET ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12PO BOX 920552
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt132105 San Antonio St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1COLLEGE STATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4League City
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11BELLAIRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12HOUSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13Austin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd13TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077096
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177840
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd277025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd377002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd477573
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd577252
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd677005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd777074
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd877003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd977005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1077005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1177401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd12772920552
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1378705
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0198333
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0198333
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0221615
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt023282
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt076697
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0392374
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0343606
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt023282
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0320324
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0469071
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt076697
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0392374
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0198333
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0789395
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0812677
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt041002
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ROYALTY INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt041002
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt041002
OtherDecreasesSchedule/OtherDecreasesDetail/Amt09
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NON-DEDUCTIBLE PENALTY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADMINISTRATIVE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1RENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Rent and Royalty Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt08239
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt169119
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08239
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt169119
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0250
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0ACCRUED FED EXCISE 990-PF TAX
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07250

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,803,682
Liabilities
$23,213
Net assets
$2,780,470
Revenue
$288,944
Expenses
$326,760
Net income
-$37,816
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.58$0.33$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.53$0.00$2.53$0.20$0.36$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.02$2.69$0.27$0.33$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.78$0.02$2.75$0.29$0.31$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.80$0.02$2.78$0.29$0.33$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.02$2.82$0.32$0.43$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.02$2.93$0.31$0.20$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.02$2.82$0.29$0.23$0.07
2015Summary only. Only limited summary data is available for this year.$3.19$0.02$0.28$0.66$0.37
2014Summary only. Only limited summary data is available for this year.$3.56$0.02$0.32$0.66$0.34
2013Summary only. Only limited summary data is available for this year.$3.90$0.02$0.30$1.11$0.81
2012Summary only. Only limited summary data is available for this year.$4.72$0.02$0.55$0.38$0.17
2011Summary only. Only limited summary data is available for this year.$4.68$0.02$0.35$0.46$0.11